FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $167M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$28K
2
+$10K
3
+$4K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 9.27%
36,348
2
$11.1M 7.15%
62,769
3
$10.5M 6.75%
31,309
4
$7.38M 4.73%
101,785
5
$6.52M 4.18%
11,498
6
$5.22M 3.34%
38,532
7
$5.11M 3.27%
10,749
8
$4.74M 3.04%
23,530
9
$4.58M 2.93%
17,710
10
$4.22M 2.71%
35,971
11
$4.2M 2.69%
15,671
12
$4.1M 2.63%
9,889
13
$4.05M 2.6%
25,566
14
$4.01M 2.57%
67,963
15
$3.84M 2.46%
10,814
16
$3.61M 2.31%
74,853
17
$3.48M 2.23%
22,805
18
$3.41M 2.19%
19,928
19
$3.16M 2.02%
36,689
20
$3.04M 1.95%
19,593
21
$2.63M 1.68%
23,014
22
$2.18M 1.4%
26,844
23
$2.11M 1.35%
34,503
24
$2.09M 1.34%
5,402
25
$2.04M 1.3%
11,715
1
2 3 4 5